Introduction
Welcome
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Who is this course for?
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Some considerations and caveats
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1. Get Started with Infowise
Where to get the app
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Add Infowise to your app catalog
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Use the app on your site
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2. Alerts
Why use alerts?
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Start a new alert: List, library, or item?
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Create a new alert
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Add recipients
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What and when to send
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Email templates
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3. Actions
What are actions? Why use them?
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Create a new action
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Action types
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Action to change column contents
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Action to send email
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Action to create a new library
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Where to go for more
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4. Modify Views
Add color-coded icons to choice columns
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Add KPIs, progress bars, and countdowns
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Add charts
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Protect views
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5. Input Forms
Customize forms: Some background
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Set up tabbed forms
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Protect and hide tabs
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Style tabbed forms
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Tying it together
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6. Configure List and Library Columns
Validate column information
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Default values and dynamic rules
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Configure item IDs
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Connected lookup
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Security: Protect and hide columns
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Security: Require signatures
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Vote for items and start discussions
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7. Import and Export
Import data to columns
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Export data via search lists
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Print list data
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